迎第二家中企巨头注资！钾肥公司Highfield Resources(ASX：HFR)与青海盐湖签3亿美元股权认购意向书

( 图片来源：《澳华财经在线》) 

【异动股】迎第二家中企巨头注资！钾肥公司Highfield Resources(ASX:HFR)与青海盐湖签3亿美元股权认购意向书 

继完成与中国企业兖矿能源的战略注资交易后，钾肥公司Highfield Resources Ltd (ASX股票代码:HFR)于5月13日宣布与另一中国矿业巨头中国五矿集团子公司青海盐湖工业股份有限公司（000792.SZ）签署价值3亿美元的股权认购意向书。

周三Highfield Resources股价大幅异动，终盘暴涨45.46%。澳华财经在线数据库显示，HFR最新价0.16澳元，已发行股本4.74亿股，市值7585万澳元。截止一季度末，公司账面现金结余829万澳元。

Highfield Resources表示，对青海盐湖的基石配售预计将使公司进一步加快Muga钾肥项目（一期产能150万吨/年）建设和开发，并加速实现其他增长机会，包括Muga二期开发和Southey钾肥项目。

（延伸阅读：《【异动股】兖矿能源战略注资澳洲钾肥公司Highfield Resources (ASX:HFR)获澳外资委放行》）

根据公告，此次股权认购交易计划受到兖矿能源和EMR Captial所代表的HFR股东投资者的支持。

（图片来源：HFR公告）

【异动股】电动车制造商Vmoto Limited (ASX:VMT)推出电池交换与充电站设施 

电动车制造商Vmoto Limited (ASX股票代码:VMT)股价异动，周三飙涨21.52%。

澳华财经在线数据库显示，VMT最新价0.096澳元，已发行股本3.89亿股，市值3733万澳元。截止一季度末，公司账面现金结余3740万澳元。

最新季报显示，2025年一季度Vmoto共售出2943台电动车，同比减少16%；国际市场销量2795台，同比下降2%。2025年第一季度VMT产生负运营现金流160万澳元，主要由于向零件供应商预付款项较多以及在泰国建立Vmoto资产设施产生初始运营成本。

Vmoto董事总经理Charles Chen表示，公司已开始向客户提供电池交换与充电站产品，计划在不久的将来推出电池充电站，这些举措有利于确立公司作为综合电子出行解决方案提供商的市场地位。

（图片来源：VMT公告）

（图片来源：VMT公告）

Core Lithium（ASX: CXO）股价飙升35.6%  Finniss锂矿项目重启研报发布 摩根士丹利受聘为融资顾问  

█ 文｜ACB News《澳华财经在线》 Jack

在锂价波动和行业竞争加剧的背景下，运营成本控制与盈利能力成为ASX锂矿企业持续发展的关键。近年来，锂盐需求放缓及锂辉石价格大幅下跌，令高成本矿企面临严峻挑战。

Core Lithium（ASX: CXO）于2025年5月14日发布的Finniss项目最新研报表明，该项目重启后有望转型为低成本、长达20年开采周期的矿山，业已探明的矿石储量将支持前10年94%的产量。

Core Lithium已聘请摩根士丹利澳大利亚有限公司担任项目重启的企业顾问并负责融资战略制定实施。

受此消息推动，Core Lithium股价当日上涨35.6%，收于0.099澳元，成交量达1.26亿股。

项目重启聚焦工艺流程和成本优化 兼顾产能提升

Finniss项目重启研究报告建议采用地下开采方式，利用高品位连续且陡倾的矿体降低剥离率并提升采矿效率。

预计通过简化工艺流程和消除瓶颈，矿石处理能力提升20%，平均回收率提高至78%，年产精矿约205,000吨（SC6当量），较之前增长7%。

项目优化前后关键指标对比如下：

通过工艺流程的优化，包括回收率的提高和产能的提升，Finniss项目的开采成本和处理成本预计将大幅降低。 

优化后的SC6级的锂辉石精矿的成本（FOB）预计有望在690–785澳元/每吨（扣除特许权使用费后）——这意味着Finniss项目有望跻身全球具有竞争力的锂辉石厂家之列。

项目重启后，预计可实现12亿澳元的自由现金流。

融资与未来展望

工艺优化和项目重启所需的前期资本支出，预计减少29%至1.75亿至2亿澳元。

为支持项目重启，Core Lithium已聘请摩根士丹利澳大利亚有限公司担任企业顾问制定融资策略，以确保在现有股东股权被最小程度稀释前提下完成融资。

公司方面表示，项目最终投资决策（FID）仍需董事会批准，这将取决于市场条件和融资进展情况。 

Finniss项目的重启预计将为北领地创造数百个就业机会，其中许多职位将面向当地居民，此前公司运营已获得北领地政府的强力支持。

受当日公告消息影响，Core Lithium（ASX: CXO）周三股价单日暴涨35.6%收于0.099澳元，成交量显著放大至1.26亿股，日成交金额1187万澳元，公司最新市值2.12亿澳元。

Tiger App 显示，当日资金流入707.7万澳元，流出479万澳元。

Core Lithium (ASX: CXO) Surged 35% Following Release of Finniss Restart Study and Appointment of Morgan Stanley as Advisor 

█ ｜By Jack  ACB News

In the context of fluctuating lithium prices and intensified industry competition, operational efficiency and profitability have become critical for the sustainability of ASX-listed lithium mining companies. The recent slowdown in lithium salt demand and a significant decline in spodumene prices have posed substantial challenges for high-cost producers.

On May 14, 2025, Core Lithium Ltd (ASX: CXO), an ASX-listed hard-rock lithium miner, announced significant advancements in cost control and sustainable development plan of its Finniss Lithium Project, marking a pivotal step in optimizing its operational model. The company's stock responded positively, surging 35.6% to close at A$0.099, with market cap at 212 million and trading volume reaching 126 million shares.

The company released its Restart Study for the Finniss Lithium Project, located in Australia's Northern Territory, outlining a transformation into a low-cost, long-life underground operation with a projected 20-year mine life. The study confirms a high-confidence production plan, with 94% of the first 10 years backed by Ore Reserves.

The Restart Study proposes a shift to underground mining, capitalizing on high-grade, continuous, steeply dipping orebodies that are open at depth. This approach aims to reduce mining costs by 40% to A$63–$72 per tonne and processing costs by 33% to A$40–$46 per tonne. Unit operating costs are projected at A$690–$785 per tonne (FOB, SC6 equivalent, ex-royalties), positioning Finniss among the most competitive global spodumene operations.

Plant optimization efforts, including a simplified flowsheet and debottlenecking, are expected to deliver a 20% throughput uplift. Global recoveries are anticipated to increase to an average of 78%, producing a high-quality, coarse-grained concentrate. Annual concentrate production is projected to rise by 7% to approximately 205,000 tonnes (SC6 equivalent).

Pre-production capital expenditure is estimated to decrease by 29% to A$175–$200 million, down from the previous estimate of A$282 million. The reconfigured operation is expected to generate A$1.2 billion in free cash flow, highlighting its strong economic potential.

Key comparisons before and after optimization:

To support the project's restart, Core Lithium has appointed Morgan Stanley Australia Limited as a corporate advisor to lead the funding strategy, focusing on minimizing dilution for shareholders. The Final Investment Decision (FID) remains subject to Board approval, contingent on market conditions and securing a suitable funding pathway.

CEO Paul Brown stated, "Our team has always believed in the potential of the Finniss Project, and I am pleased to share the results of the restart study with the market today. We have developed a plan that fully leverages the project's advantages, including established infrastructure, high-grade ore bodies suitable for low-cost underground mining, and processes with optimization potential."

Following the announcement and surged price closed at A$0.099,  capital inflow in the market was A$7.077 million, with an outflow of A$4.79 million, according to Tiger App.

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No media outlet, corporate website, platform, or app within Australia may reproduce, excerpt, adapt, or republish such content in any form without prior written authorization from ACB News.

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【异动股】Clarity Pharmaceuticals(ASX:CU6)前列腺癌靶向铜疗法获3项美国FDA快速通道资格 

放射性癌症药物研发公司Clarity Pharmaceuticals Ltd (ASX股票代码:CU6)股价异动，周二飙涨15.32%。

澳华财经在线数据库显示，CU6最新价2.56澳元，已发行股本3.21亿股，市值8.23亿澳元。截止一季度末，公司账面现金结余9510万澳元。

CU6的主导产品靶向铜疗法64/67Cu-SAR-bisPSMA专门用于前列腺癌的诊断和治疗，最新季报显示SAR bisPSMA最近获得美国FDA授予的3项快速通道资格(FTD)。

Clarity Pharmaceuticals董事局执行主席Alan Taylor博士表示，能拥有三个或更多FTD的产品极为罕见。

“这使我们在颠覆PSMA诊断和治疗市场上处于有利地位，这些市场潜在规模巨大，远超百亿美元。”

（图片来源：CU6公告）

（图片来源：CU6公告）

【异动股】Black Rock Mining (ASX:BKT)2亿吨级Mahenge石墨项目加速投建 顺利引入供电设施 

Black Rock Mining Ltd (ASX股票代码:BKT)股价异动，周二飙涨16.67%。

澳华财经在线数据库显示，BKT最新价0.028澳元，已发行股本14.7亿股，市值4114万澳元。截止一季度末，公司账面现金结余460万澳元。

BKT与坦桑尼亚电力供应公司签署协议，将建设一条通向Mahenge石墨项目的输电线。该协议是降低风险的关键步骤，有助于推进项目贷款融资。

Mahenge项目拥有超过2亿吨石墨资源和全球第二大石墨储量，已完成最终可行性研究和建设前的施工准备工作。

Black Rock首席执行官John de Vries表示，坦桑尼亚电网电力以水力发电为主，新输电线将有助于减少Mahenge石墨产品碳足迹和环境影响，为项目增加绿色资质。

（图片来源：BKT公告）

（图片来源：BKT公告）

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